Life Sales, Strategic Accounts

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $114.6k - $133.7k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤑 Sales

🚫👨‍🎓 No degree required

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AAA

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1902

🚘 Automotive

🛡️ Insurance

📦 Logistics

Automotive • Insurance • Logistics

AAA is a federation of affiliated automobile clubs, offering various travel-related services and products primarily for its members. It provides emergency roadside assistance, travel planning tools, and member discounts both domestically and internationally. Each club operates independently within its own geographical area, serving its local members while adhering to AAA's overarching standards. AAA also sells travel products like maps and guides, offering resources to assist with international travel. The organization facilitates a network where membership benefits, such as global discounts and emergency services, are extended to international members traveling in the United States and vice versa.

📋 Description

• Serve as a strategic business partner to AAA-appointed Independent Agents • Provide consultative support to drive Life, Health, and Annuity sales growth • Identify new business opportunities and develop sales pipelines • Align ACG solutions with agency and client needs • Build trust and strong working relationships with Agency Principals • Optimize sales opportunities in agency books of business, including IA Principal Planning, Key Man, Succession, and Estate Planning • Prospect for new accounts through calls, mailings, referrals, networking, website inquiries, and seminars • Generate leads and referrals through agency book-of-business prospecting • Conduct regular Independent Agency visits and collaborate on marketing events • Quote Life and Annuity business on behalf of Independent Agencies • Manage cases and support IA Life Sales Goal Attainment • Track Salesforce data and provide requested information • Manage Independent Agency referrals and end-to-end workflow in Salesforce • Document service and sales activities in Salesforce • Follow ACG and AAA Life Company compliance guidelines • Provide minor training and important life updates to Independent Agents • Help ensure IA Life Insurance business is written according to compliance standards • Travel to various locations for meetings or community events • Keep management informed on sales and the disposition of agency-generated leads

🎯 Requirements

• High School Diploma or equivalent • Life and Health licenses required to sell products • Valid driver's license • Minimum of 2 years’ experience successfully soliciting and selling life insurance products to Independent Agency Clients • Experience selling intangible products • Exceptionally strong working knowledge of Life Insurance and Annuity products and services • Ability to analyze customer needs and recommend suitable products • Ability to communicate complex information clearly to prospective clients • Ability to prepare proposals and conduct closing interviews • Ability to assess customer insurance requirements consistent with company standards when writing policies • Ability to perform mathematical calculations to determine premiums and Life insurance and financial product values • Ability to build and maintain strong relationships with Independent Agents • Prospecting and developing new sales opportunities and meeting production requirements • Strong communication skills with Agency Principals and their staff • Ability to articulate financial, tax, estate, and legal impacts of products • Strong organization, planning, time management, and administrative skills • Proficient writing skills for routine correspondence • Ability to work independently with minimal supervision • Good PC skills, including working knowledge of MS Office Suite • Ability to safely operate a motor vehicle • Ability and willingness to work irregular hours, including evenings and weekends • Preferred: college-level coursework • Preferred: LUTCF, CHFC, CFP, COU, or FSCP certification • Preferred: professional designations through the American College of Financial Services • Strong knowledge of ACG’s comprehensive product portfolio • Knowledge of ACG systems for policy sales and quoting

🏖️ Benefits

• Medical plans with multiple coverage options, including HSA eligibility • Prescription drug coverage • Dental and vision benefits • Employee Assistance Program (confidential support services) • Company-paid basic life insurance • Optional supplemental life insurance and dependent coverage • Short-term and long-term disability coverage • Critical illness, accident, and pet insurance options • 401(k) plan • Company match of 50% paid on employee contributions up to 6% of pay • Additional company contribution of 4% of pay each pay day • Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options • Paid Time Off (PTO) • Up to 12 PTO days annually for full-time new employees • 10 company-paid holidays annually • 1 mental health day • 2 floating holidays • 1 volunteer day • Paid parental, bereavement, jury duty, and military leave • Tuition assistance (up to $5,250 annually; 80% covered by ACG) • Professional certification support with 100% reimbursement for eligible programs • Opportunities for career development and advancement • Complimentary AAA membership with roadside assistance and travel discounts • Adoption assistance program